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Roundview Capital’s Chemed CHE Stock Holding History

Roundview Capital’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,072
Closed -$1.01M – 337
2025
Q2 		$1.01M Buy
2,072
+48
+2% +$27.4K 0.07% 214
2025
Q1 		$1.25M Hold
2,024
– – 0.09% 181
2024
Q4 		$1.07M Sell
2,024
-589
-23% -$332K 0.07% 207
2024
Q3 		$1.57M Buy
+2,613
New +$1.48M 0.11% 169

Other funds holding CHE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Roundview Capital's CHE Position: Q3 2025 in Review

Roundview Capital sold out of Chemed (CHE) in Q3 2025, closing a stake of 2,072 shares — an estimated $1.01M sold.

Roundview Capital first reported a position in CHE in Q3 2024 and held it in 4 quarters. The position peaked at $1.57M in Q3 2024. 523 funds tracked by Wall St. Rank hold CHE as of Q3 2025.

  • Roundview Capital reported no remaining Chemed position as of Q3 2025 after selling out during the quarter.
  • Roundview Capital sold 2,072 Chemed shares in Q3 2025, an estimated $1.01M.
  • Roundview Capital first reported a position in Chemed in Q3 2024 and held it in 4 quarters.
  • Roundview Capital's Chemed position peaked at $1.57M in Q3 2024.
  • 523 funds tracked by Wall St. Rank held Chemed as of Q3 2025.

Based on Roundview Capital's 13F filing for Q3 2025, filed 12 Nov 2025.